Pivot-RP Newsletter Feature

Introduction

The Pivot-RP Newsletter feature is an efficient way for Admins to communicate with their researchers and principal investigators by including funding opportunities from their Pivot-RP Curated Lists and Searches in a newsletter created in Pivot-RP. Research Administrators can save time by tracking and distributing Pivot-RP funding opportunities all in one location.

Admins can configure the logo in all newsletters; see Custom Branding.

Getting Started

To locate the newsletter options, select the Admin tab on the main page of Pivot-RP.
Under the Tools section you will find two options under Newsletters heading.
- Create a Newsletter
- Manage Newsletter
Select the option you want and get started.

Creating a Newsletter

To create a newsletter, follow the easy steps in the form
- Step 1: Type in the Name for your newsletter
- Step 2: Choose the funding opportunities you want to share in your newsletter.
Select from one of your institution’s Curated Lists or Searches.

Step 3: Type in the heading and add a custom message that will display in the newsletter to your readers.
Select Send Preview Email to preview how your newsletter will appear to others

Example of Previewed Email

Step 4: Choose a Group of Recipients – Pick from the list of choices based on whom you want to send the newsletter to.
Step 5: Schedule Your Message
Select the following:
- If you only wish to send this Newsletter only once, select a specific time and date
If you wish to resend this Newsletter on a monthly or weekly cycle, select the repeating checkbox.
Select how often you want it sent (weekly or monthly) and the day of the week
Select the Time of day: AM or PM
Select the Start and End dates

Last Step: Ready to Publish?

You can either:

Make your newsletter active by selecting the Make newsletter actively published radio-button and then clicking the Publish button.

Or save your newsletter by selecting the Save newsletter as a draft only radio-button and then and then clicking the Save Draft button. You may further edit your newsletter in the Manage Newsletters page located on the Admin Dashboard.

After a newsletter is sent, summary email with the same statistics is sent to your email.

Viewing and Managing Newsletters

On the Admin Dashboard, select manage your newsletters under the Tools section to open the Manage Newsletters dialog box, which allows you to review current and past newsletters.

Filtering the List of Newsletters

The following review options are available:

All Newsletters
Active – currently published newsletters
Inactive – saved newsletters that have not been published or are no longer active
Past – all past newsletters

After selecting one of the above options, each newsletter is listed with the following information:

The Name
Last Edited
Last Sent Date
Next Send Date

Sorting the List of Newsletters

The Sort drop-down allows you to select any of the following sort options:

Name
Last Edited Date
Last Sent Date
Next Send Date

Managing a Newsletter

The Options drop-down field allows you to perform any of the following actions on a specific newsletter:

For each newsletter, you can select any of the following Options:

Edit – edit the selected newsletter.
Copy – duplicate the selected newsletter to start a new newsletter from that copy.
Delete – permanently delete the selected newsletter
Unpublish – Stop the publication of the selected newsletter.

Viewing Additional Details for a Newsletter

If you select the accordion arrow for a past newsletter, you can view a table of when the newsletter was sent, the total recipients, and the number of funding opportunities that were included in that mailing.